Summit Wealth Partners, LLC Procter & Gamble CO Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 2,709 shares of PG stock, worth $455,274. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,709
Previous 2,703 0.22%
Holding current value
$455,274
Previous $446 Million 5.24%
% of portfolio
0.09%
Previous 0.09%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$160.76 - $177.82 $964 - $1,066
6 Added 0.22%
2,709 $469 Million
Q2 2024

Sep 11, 2024
SELL
$155.33 - $168.56 $117,429 - $127,431
-756 Reduced 21.86%
2,703 $446 Million
Q1 2024

Sep 11, 2024
BUY
$147.42 - $162.61 $737 - $813
5 Added 0.14%
3,459 $561 Million
Q4 2023

Sep 11, 2024
BUY
$143.0 - $153.52 $1,001 - $1,074
7 Added 0.2%
3,454 $506 Million
Q3 2023

Sep 11, 2024
SELL
$145.86 - $157.09 $86,786 - $93,468
-595 Reduced 14.72%
3,447 $503 Million
Q2 2023

Sep 11, 2024
BUY
$142.5 - $156.57 $1,425 - $1,565
10 Added 0.25%
4,042 $613 Million
Q1 2023

Sep 11, 2024
SELL
$136.57 - $153.91 $23,080 - $26,010
-169 Reduced 4.02%
4,032 $600 Million
Q4 2022

Sep 11, 2024
BUY
$123.76 - $153.95 $1,361 - $1,693
11 Added 0.26%
4,201 $637 Million
Q3 2022

Sep 11, 2024
BUY
$126.25 - $149.93 $23,861 - $28,336
189 Added 4.72%
4,190 $529 Million
Q2 2022

Sep 11, 2024
BUY
$132.36 - $163.65 $1,323 - $1,636
10 Added 0.25%
4,001 $575 Million
Q1 2022

Sep 11, 2024
SELL
$143.22 - $164.21 $20,480 - $23,482
-143 Reduced 3.46%
3,991 $610 Million
Q4 2021

Sep 10, 2024
BUY
$138.79 - $164.19 $18,042 - $21,344
130 Added 3.25%
4,134 $676 Million
Q3 2021

Sep 10, 2024
SELL
$135.24 - $145.68 $77,492 - $83,474
-573 Reduced 12.52%
4,004 $560 Million
Q2 2021

Sep 10, 2024
SELL
$131.18 - $138.43 $13,118 - $13,843
-100 Reduced 2.14%
4,577 $618 Million
Q1 2021

Sep 10, 2024
BUY
$122.15 - $140.16 $610 - $700
5 Added 0.11%
4,677 $633 Million
Q4 2020

Sep 10, 2024
BUY
$135.51 - $144.49 $677 - $722
5 Added 0.11%
4,672 $650 Million
Q3 2020

Sep 10, 2024
BUY
$119.98 - $140.51 $170,011 - $199,102
1,417 Added 43.6%
4,667 $649 Million
Q2 2020

Sep 10, 2024
BUY
$109.33 - $124.69 $11,588 - $13,217
106 Added 3.37%
3,250 $389 Million
Q1 2020

Sep 10, 2024
BUY
$97.7 - $127.14 $488 - $635
5 Added 0.16%
3,144 $346 Million
Q4 2019

Sep 09, 2024
BUY
$116.63 - $126.09 $366,101 - $395,796
3,139 New
3,139 $392 Million

Others Institutions Holding PG

# of Institutions
4,078
Shares Held
1.54B
Call Options Held
15M
Put Options Held
13M
View Full List

About PROCTER & GAMBLE Co

PG Quotes by TradingView
  • Ticker PG
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Household & Personal Products
  • Shares Outstandng 2,369,700,096
  • Market Cap $398B
  • Description
  • The Procter & Gamble Company provides branded consumer packaged goods worldwide. It operates through five segments: Beauty; Grooming; Health Care; Fabric & Home Care; and Baby, Feminine & Family Care. The Beauty segment offers conditioners, shampoos, styling aids, and treatments under the Head & Shoulders, Herbal Essences, Panten...
More about PG
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email